Sep 11, 2025 | Participants, Plan Sponsors
Today’s workforce is a vibrant mix of Boomers, Millennials, Gen X, and Gen Z, making the challenge of communicating retirement plans more complex and more important than ever. Each generation has different experiences, preferences, and perspectives on what retirement...
Jun 17, 2025 | 401(k), News, Participants, Plan Sponsors
The SECURE 2.0 Act made headlines when it passed in late 2022, but now in 2025, plan sponsors are seeing the real impact. While many changes were designed to phase in over time, this year brings several major provisions into effect. Some are mandatory, others are...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
2024 brought new changes that significantly impacted retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement regulations, granting individuals in...
Dec 3, 2024 | 401(k), Contributions, Participants, Plan Sponsors, Retirement Plans
For plan sponsors and participants alike, managing retirement plans is essential. It seems every year brings with it rule changes and new regulations and 2025 will be no different. Therefore, being aware of the changes the new year will bring is an important part of...
Mar 14, 2024 | Government Regulation, Participants, Retirement Plans
Let’s face it, the world of retirement planning never stands still. As our financial landscape evolves, it becomes crucial for you to stay informed about the changes that can shape your future. Thus, with some of the biggest changes coming from the SECURE 2.0 Act, we...
Apr 20, 2023 | Government Regulation, Participants, Retirement Plans
Thanks to the recent increase in contribution limits, plan participants are rewarded for investing in their retirement plan now more than ever. While this is an important part of securing the financial future of employees, it’s equally important to ensure you are...
